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- Tasks: Engage with investment teams and clients to shape and manage high-value portfolios.
- Company: Join a boutique firm dedicated to ultra-high-net-worth clients with significant assets.
- Benefits: Enjoy a professional environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team influencing major investment decisions and client success.
- Qualifications: 8+ years in investments, CFA or CFP qualifications, and strong market knowledge required.
- Other info: Must maintain discretion and professionalism while navigating complex financial landscapes.
The predicted salary is between 72000 - 108000 £ per year.
CWG are currently partnered with a boutique Wealth Management firm who are looking to add an experienced Investment Advisor to their existing setup.
- Liaise with investment teams across custodian banks to gather, consolidate, and report on their market views.
- Develop and articulate the firm’s investment thesis based on these insights.
- Support investment discussions with both existing and prospective clients.
- Adjust client portfolios as needed to ensure alignment with the firm’s investment strategy.
A boutique wealth management firm focused exclusively on ultra-high-net-worth (UHNW) clients with $100M+ in assets.
- Minimum of 8 years’ experience in investments or private banking.
- Professional qualifications such as CFA or CFP.
- In-depth knowledge of global markets and multi-asset class investing, including alternatives.
- High level of discretion and professionalism in dealing with sensitive financial matters.
- Familiarity with UK regulatory requirements and compliance standards.
Senior Investment Advisor Senior Investment Advisor employer: Cooper White Group
Contact Detail:
Cooper White Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Advisor Senior Investment Advisor
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work with ultra-high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific needs of this niche market.
✨Tip Number 2
Stay updated on global market trends and investment strategies, particularly in multi-asset class investing. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the firm’s investment thesis.
✨Tip Number 3
Familiarise yourself with UK regulatory requirements and compliance standards relevant to wealth management. Being well-versed in these areas will show your professionalism and readiness to handle sensitive financial matters.
✨Tip Number 4
Prepare to discuss your previous experiences in adjusting client portfolios and how you've aligned them with investment strategies. Real-life examples will illustrate your expertise and ability to support investment discussions effectively.
We think you need these skills to ace Senior Investment Advisor Senior Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in investments or private banking, especially your 8+ years in the field. Emphasise any professional qualifications like CFA or CFP, and showcase your knowledge of global markets and multi-asset class investing.
Craft a Compelling Cover Letter: In your cover letter, articulate your understanding of the boutique wealth management sector and how your skills align with the firm's focus on ultra-high-net-worth clients. Mention specific experiences where you've successfully liaised with investment teams or adjusted client portfolios.
Showcase Your Market Insights: Demonstrate your ability to gather and report on market views by including examples of how you've developed investment theses in the past. This will show your analytical skills and your capacity to support investment discussions effectively.
Highlight Compliance Knowledge: Since familiarity with UK regulatory requirements is crucial, make sure to mention any relevant experience you have in compliance standards. This could set you apart as a candidate who understands the importance of discretion and professionalism in financial matters.
How to prepare for a job interview at Cooper White Group
✨Showcase Your Expertise
Make sure to highlight your extensive experience in investments or private banking, especially your 8+ years in the field. Be prepared to discuss specific examples of how you've successfully managed portfolios and navigated market challenges.
✨Demonstrate Market Knowledge
Familiarise yourself with current global market trends and be ready to articulate your insights. Discuss how these trends could impact investment strategies, particularly for ultra-high-net-worth clients.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle client interactions. Think of scenarios where you've had to adjust portfolios based on changing market conditions and be ready to explain your thought process.
✨Understand Regulatory Standards
Brush up on UK regulatory requirements and compliance standards relevant to wealth management. Being able to discuss these confidently will demonstrate your professionalism and understanding of the industry.
